In Force Illustration Representative

Ameritas; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Incentive bonuses

Thrive Days

Paid time off

HSA with employer contribution

Well-being programs

Matching donations

Maternity leave

Paternity leave

Job summary

Ameritas in Cincinnati, OH is seeking an outstanding communicator to create in‑force illustrations across life products, advise clients on illustration choices, and explain how in-force contracts can be altered to achieve goals. This hybrid position combines in-office work in Cincinnati with remote duties, requiring organization and a customer-focused mindset.

The role involves handling multiple requests independently, maintaining knowledge of product features and tax implications, and ensuring

Qualifications

• Bachelor’s Degree or equivalent combination of education and industry experience.
• 1-3 years of related experience.
• Life insurance or financial services experience highly desirable.
• Must obtain SIE and Series 99 or Series 6 license within 12 months of employment, if not already held.
• Ability to prioritize multiple tasks in a fast-paced environment while remaining organized.

Responsibilities

• Accurately create in-force illustrations in response to requests for multiple products and systems.
• Communicate with agents, clients, and Home Office staff via written correspondence, phone, and in-person contact.
• Explain illustrations, advise on orders, and show how changes to in-force contracts can meet goals.
• Exhibit courtesy and sensitivity to exceed customer expectations and keep commitments.
• Maintain understanding of various insurance products, features, and potential tax implications of adjustments.
• Stay informed about departmental, company, industry and regulatory changes affecting the role.

Skills

Customer service

Communication

Detail oriented

Organizational skills

Education

Bachelor’s Degree

Job description

We are looking for an outstanding communicator, detail-oriented organizer who loves customer service to drive the business by creating illustrations for in-force policies covering a wide range of life insurance products, companies, and administrative systems. Provide information to customers via written correspondence, telephone conversations, and personal contact, including advice on what illustrations to order, and how in-force contracts can be altered to achieve stated goals. Work independently with minimal assistance.

This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.

What you do:

• Accurately create in-force illustrations in response to a wide range of requests for multiple products maintained on a variety of administrative systems. Be familiar with other service functions outside of in-force illustrations.


• Communicate with agents, clients, and Home Office staff via written correspondence, telephone conversations, and personal contact. Communication topics may include explanations of illustrations provided, status updates, advice on what illustrations to order, and how in-force contracts can be altered to achieve stated goals. When communicating, handle difficult situations by using negotiating skills to resolve conflict.


• Consistently exceed customer expectations by displaying courtesy and sensitivity. Display a commitment to excellence to our clients, field force, and home office staff by responding to requests in a timely manner and keeping commitments.


• Maintain an understanding of various insurance products, their contract features and limitations, and the extent to which the products can be adjusted while in-force, along with any potential tax consequences of these adjustments.


• Maintain an understanding of policy-related correspondence and statements (e.g., policies/contracts, confirmations, quarterly and annual statements, letters, forms, etc.)


• Stay abreast of departmental, company, industry and regulatory changes that affect the position.


• Promote company core values and support company standards.


• Employee has the duty to comply with all applicable insurance laws and regulations and with approved company policies, practices and procedures related to ethical market conduct activities. Employee further has the responsibility to immediately report known or suspected violations of laws, regulations and company policies, practices and procedures to the company's compliance officer.

What you bring:

• Bachelor’s Degree or equivalent combination of education and industry experience required.


• 1-3 years of related experience required.


• Life insurance or financial services industry experience highly desired.


• Must obtain SIE and Series 99 or Series 6 license within 12 months of employment, if not already held.


• Ability to prioritize multiple tasks in a fast-paced environment while remaining organized is required.

What we offer:

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.


• Tuition Reimbursement and Assistance.


• Incentive Program Bonuses.


• Thrive Days - Personal time off.


• Paid time off (PTO).

For your health and well-being:

• Health Savings Account (HSA) with employer contribution.


• Well-being programs with financial rewards.

For your community:

• Matching donations program.

For your family:

• Generous paid maternity leave and paternity leave.


• Fertility, surrogacy, and adoption assistance.


• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.